1.On the Customer Statements form, the New Statements tab displays two dates:

➢ Creating Statement From and To. These fields cannot be edited and display the next statement date range.

2.Enter the Statement Date. By default this field displays the current date.

3.Enter the Statement Due Date. By default this field displays the current date, however does not affect customer balances.

4.Click on - You have the option to preview the recurring invoices and optionally Skip Creating Recurring Invoices for that month. Once the statements are created, you will not be able to generate them again for that month.

5.Click on - You have the option to preview the volume discount credits and optionally Skip Creating Volume Discount Invoices for that month. If the volume discount Credits are skipped, they can never be generated again once the statements are created.

6.Enter any Additional Statement Comments if necessary.

7.Click on .

8.Select Yes when prompted for confirmation.